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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i: I bought MG and MRE about 6 months ago. MG is now down a little and MRE is up over 30%. I know that both have interests in Europe, and that MRE went through a rough patch with management issues, as well as some plant problems, both now behind them. Does this explain the recent difference, or is there some other explanation? The news on the auto parts sector is not particularly rosy, and I've been thinking about a switch to some other sector. What do you think? Sell both, sell one (which one?) or just hold tight? I'd appreciate your advice.
Read Answer Asked by Roland on June 28, 2017
Q: Hi.
I have been watching the insider trading reports lately and there has been what I would describe as significant purchases of these 2 companies by a "GMT Capital\Bay Resource" insider. Considering your industry background I was wondering if you might know them and if so, what your perspective would be on this activity.
Thanks
Read Answer Asked by Robert on June 28, 2017
Q: I am wondering about the benefits of using market and/or limit orders. My normal purchase is between $5,000 - $10,000 and I am a long hold investor type. I have used the limit option maybe twice and frankly, found it kind of stressful - always having to check if the order got placed or looking to see if the share price is increasing and therefore I miss out altogether. My initial reaction is that in 3 years I won't really care about the few dollars I might save today. Or am I being too blase about this and throwing money away needlessly?

As always, appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 28, 2017
Q: 5i gives BEP.UN a favorable rating. But Accountability Research (AR), in a report on 12 January 2017, rated it as a SELL with a target of only $33. The AR report suggests the possibilities of conflicts of interest with BAM and fears about the high payout rate. Have you considered your rate in light of AR concerns? A detailed reply would be appreciated since I own BEP.UN and planned to purchase more.
Read Answer Asked by George on June 28, 2017
Q: Is it possible to quantify the impact of the Nissan contract? The news release didn't include any financial details, but one would presume that Nissan's worldwide supply chain is substantial. Nissan's decision may also expose Kinaxis to an even broader international business audience. Nissan also said they "see this as a long term relationship between our two companies." I have a 1/3 position currently, as a much lower price. Also considering the recent pullback, would you step in for another 1/3 or more at this time?
Read Answer Asked by David on June 28, 2017